See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,495 | $198,466-93.2% | $170,442-92.1% | $147,584-90.9% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 18.57% | 257.29%-238.7pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $712 | $6,184-88.5% | $5,433-86.9% | $4,876-85.4% |
| Participant deferral / active EE | $4,849 | $5,629-13.9% | $4,939-1.8% | $5,439-10.8% |
| Admin fee / account holder | $178 | $16,852-98.9% | $13,880-98.7% | $10,885-98.4% |